Calton & Associates, Inc. Innovator U.S. Equity Buffer E Transaction History
Calton & Associates, Inc.
- $211 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding BJUL
# of Institutions
115Shares Held
3.96MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC575KShares$26.2 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA301KShares$13.7 Million0.28% of portfolio
-
Personal Cfo Solutions, LLC263KShares$12 Million1.63% of portfolio
-
Integral Investment Advisors, Inc.252KShares$11.5 Million3.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ197KShares$8.99 Million0.02% of portfolio